Intentional Growth

Join seasoned entrepreneurs Chris White and Jason Petro as they unveil the transformative power of the Profit First system. Chris, a seven-time entrepreneur, shares his journey from Motorola to founding thriving businesses. Jason, a certified Profit First Professional, discusses how this approach turned his financial struggles into stability. They emphasize strategic financial management, the importance of cash flow, and innovative tools that empower small business owners. Their insights are a must-listen for those seeking financial clarity and sustainable growth!

In today's rapidly evolving business landscape, navigating the complexities of business banking is a crucial aspect that can significantly influence a company’s growth trajectory. In this podcast episode, we dive into the nuanced business banking world with insights from Jeff Campbell, a seasoned banking professional. As we navigate the complexities of economic shifts and the evolving banking industry, Jeff shares invaluable advice for business owners looking to adapt and thrive. From the importance of choosing the right banking partner to strategic financial management, this episode is a comprehensive guide for business owners seeking to navigate the financial challenges of today's market. Join us in our conversation about the keys to successful business banking relationships in an ever-changing economic environment.   THREE BIG IDEAS FROM THE INTERVIEW: Challenges Facing the Business Banking Industry: The business banking industry's significant issues include navigating the complexities of economic shifts, such as changes in interest rates and investment patterns, the transformation from relationship-based to transactional banking models, and the challenges of providing strategic support and tailored financial products to businesses. These issues matter because they directly affect the ability of companies to secure financing, manage financial risks, and achieve growth, highlighting the need for banks to adapt and for businesses to choose banking partners that align with their strategic needs and objectives. Proactive Financial Management: Proactive financial management is critical for business owners to optimize their banking relationships, as it enables them to anticipate and adapt to economic and banking changes, communicate effectively with their bank for tailored solutions, and manage financial risks efficiently. This approach ensures businesses can leverage banking resources for growth, maintain a dynamic banking partnership, and navigate financial challenges effectively, contributing to long-term success. Choosing the Right Banking Partner and Understanding Financial Products: Understanding the banking business model and financial products is crucial when selecting the right banking partner because it enables businesses to align their banking needs with the bank's services and expertise. A deep comprehension of how banks operate, their approach to risk, and the range of financial products available helps businesses identify a partner that can offer strategic support, customized financial solutions, and adaptability to their unique needs. This knowledge ensures the selection of a bank that not only meets immediate financial needs but also supports long-term growth and success.  ABOUT JEFF: As Scale Bank's Senior Vice President, Jeff Campbell collaborates with business owners, leveraging two decades of experience to propel their success. Jeff is known for providing next level service, assisting clients in achieving their unique business goals. If a business owner is looking for a resource or connection to a particular expert, Jeff has a referral ready. Whether it is a manufacturing client looking to boost their production or a construction firm managing seasonal cash flow, Jeff’s extensive transaction history brings strategic insights and creative solutions to the conversation.   RESOURCES: Scale Bank   INTENTIONAL GROWTH™ RESOURCES: Intentional Growth™ Podcast Archives: Archive of 367+ episodes and counting. Get access to the entire library HERE. We'll be adding a searchable tagging feature later on this year.  IG Financial Scorecard: Get your Intentional Growth™ Score that grades you on how well you are viewing - and running your business like a financial asset. Get your results and 5 case study videos HERE. Intentional Growth™ Academy: 71 Videos, 9.5 hours of content, 20+ exercises. $995 for subscribers [normally $1,495] HERE

Dan Cremons, a seasoned private equity expert and CEO, shares his insights on value creation in the world of private equity. He emphasizes the critical alignment of human capital with business objectives to drive performance. The conversation explores effective leadership strategies, the importance of cultivating a strong company culture, and the balance between joy and wealth creation. Dan also reflects on the lessons learned from fatherhood, mentorship, and the evolving landscape of private equity, shedding light on the core principles that lead to sustainable growth.

Daniel Goldstein's interview is an intriguing blend of his extensive expertise in Employee Stock Ownership Plans (ESOPs) and his impressive track record as the former CEO of Folience, an ESOP-owned holding company. With his deep insights into how ESOPs can revolutionize company culture and employee engagement and his experience leading significant business growth and diversification through acquisitions, Goldstein offers a unique perspective on employee ownership's role in wealth distribution, business sustainability, and economic impact. His success in enhancing ESOP share value and winning awards underlines his proficiency in ESOPs and leadership. This interview is a must-listen for those interested in innovative business strategies, leadership excellence, and the broader implications of employee-centric business models.   THREE BIG IDEAS FROM THE INTERVIEW: The Transformational Role of ESOPs in Business Growth and Diversification: Daniel Goldstein shares his firsthand experience in leading Folience, a company that thrived under his stewardship as an ESOP. He emphasizes how ESOPs can catalyze significant business growth and diversification, as evidenced by Folience's successful acquisitions and expansion under his leadership. ESOPs in Enhancing Company Culture and Employee Engagement: Goldstein delves into how ESOPs can revolutionize company culture and boost employee engagement. He discusses the importance of fostering a sense of ownership among employees, leading to increased motivation, dedication, and a shared sense of purpose within the company. Broader Economic and Social Implications of ESOPs: The interview highlights Goldstein's insights into the broader economic and social impact of ESOPs. He discusses how ESOPs contribute to wealth distribution, business sustainability, and the overall financial system, offering a unique perspective on how employee-centric business models can reshape the landscape of American capitalism and business ethics.   ABOUT DANIEL GOLDSTEIN: Daniel Goldstein is a seasoned executive leader and experienced Board member with 25+ years of managing and advising employee-owned and family-owned companies, family offices, foundations, and trusts on complex issues, including business strategy, acquisitions, direct investments, structuring, portfolio design, real estate, building teams, culture, family dynamics, and philanthropy--spanning several continents, many jurisdictions, and multiple languages. Daniel’s experience includes founding and managing companies, negotiating acquisitions, leading direct private investments, structuring capital and corporate entities, creating joint ventures and strategic alliances, leading executive development, designing and implementing investment strategies across asset classes, overseeing confidential family issues, and forming and directing philanthropic foundations. Daniel is a frequent speaker at global conclaves and conferences, and has presented at, chaired, and moderated hundreds of events on five continents. He has also guest lectured at universities across the US and beyond.     RESOURCES: goesopllc@gmail.com   Connect with Daniel!    INTENTIONAL GROWTH™ RESOURCES: Intentional Growth™ Podcast Archives: Archive of 367+ episodes and counting. Get access to the entire library HERE. We'll be adding a searchable tagging feature later on this year.  IG Financial Scorecard: Get your Intentional Growth™ Score that grades you on how well you are viewing - and running your business like a financial asset. Get your results and 5 case study videos HERE. Intentional Growth™ Academy: 71 Videos, 9.5 hours of content, 20+ exercises. $995 for subscribers [normally $1,495] HERE

In this episode, Jonathan, an entrepreneur and author of "The Least Likely Millionaire," shares his journey of overcoming adversity and achieving remarkable success. He delves into his personal challenges, including mental health struggles and skepticism from others, and how he channeled these experiences into driving his business forward.   THREE BIG IDEAS FROM THE INTERVIEW: Overcoming Adversity: Jonathan's story is a testament to the power of resilience and determination. Despite facing numerous challenges, including mental health issues and negative expectations from others, he managed to turn his life around and create a successful business. Healthy Obsession as a Catalyst: Jonathan introduces the concept of "healthy obsession," where he harnessed his anxiety and stress into something productive. This approach played a crucial role in scaling his e-commerce business, Single Swag, and achieving significant growth. Importance of Self-Reliance and Learning: A key factor in Jonathan's success was his willingness to learn and adapt. He taught himself digital advertising and managed his business's growth without external investors, emphasizing the importance of self-reliance and continuous learning in entrepreneurship.   ABOUT JONATHAN BESKIN: With an engaged audience of 1.2 million followers across Instagram, Facebook, and TikTok, SinglesSwag is one of the pandemic’s biggest success stories. As a single dad in 2016, Jonathan Beskin had a crazy idea that would disrupt the subscription box industry almost overnight. In just three years, he was spending more than $15,000 per day on Facebook ads to keep up with the demand that SinglesSwag created, securing him a #181 spot of Inc. 5000 Magazine's Fastest Growing Company List (2020). During the pandemic, when many companies went under or took huge losses, Jonathan took SinglesSwag to a height of $60+ million in revenue through the creation of 30+ in-house brands, out-of-the-box thinking, and perseverance. He also acquired Paradise Delivered in 2020, scaling the company from a few hundred boxes shipped per month to 10k+ boxes shipped per month in under a year. Today, SinglesSwag has shipped over 2 million boxes to 60+ countries and has been featured in publications such as the TODAY Show, Fast Company, NBC News, USA Today, Business Insider, and InStyle.    INTENTIONAL GROWTH™ RESOURCES: Intentional Growth™ Podcast Archives: Archive of 367+ episodes and counting. Get access to the entire library HERE. We'll be adding a searchable tagging feature later on this year.  IG Financial Scorecard: Get your Intentional Growth™ Score that grades you on how well you are viewing - and running your business like a financial asset. Get your results and 5 case study videos HERE. Intentional Growth™ Academy: 71 Videos, 9.5 hours of content, 20+ exercises. $995 for subscribers [normally $1,495] HERE

Tom Reber shares his rich experience and visionary approach towards transforming the trades industry. With a background deeply rooted in contracting, Tom passionately discusses the need to elevate the perception of trades from a fallback option to a respected and lucrative career choice.   THREE BIG IDEAS FROM THE INTERVIEW: Mission and Passion: Tom is dedicated to changing the narrative around trades. He believes in eradicating mediocrity in personal and professional life, emphasizing that trades should not be seen as a fallback but a worthy career choice. Value of Trades: Tom discusses the financial aspects of the trades. He highlights the importance of understanding business finance, advocating for contractors to recognize their worth and charge appropriately. Mental Battle: The episode delves into the psychological challenges in the contracting world, addressing issues like self-doubt and the significance of positive self-perception in professional success.   ABOUT TOM: Tom Reber is a performance coach, HGTV host, and the founder of The Contractor Fight, a global organization that has transformed the lives and businesses of hundreds of thousands of home improvement contractors worldwide. With over 11 years of experience in the industry, Tom is a trusted advisor and mentor for business owners, CEOs, and sales teams, empowering them to sell unafraid, build stronger teams, and skyrocket profits. Tom's impact goes beyond the stage. He delivers electrifying keynotes, transformative workshops, and game-changing boot camps that leave audiences in awe. His message is relevant, powerful, and authentic, blending hard-hitting reality with practical, boots-on-the-ground advice. Tom is also a proud United States Marine Corps veteran, a tequila connoisseur, and a kettlebell enthusiast. He lives in the beautiful city of Colorado Springs, CO, where he continues to ignite the flames of success for individuals and organizations worldwide.   INTENTIONAL GROWTH™ RESOURCES: Intentional Growth™ Podcast Archives: Archive of 367+ episodes and counting. Get access to the entire library HERE. We'll be adding a searchable tagging feature later on this year.  IG Financial Scorecard: Get your Intentional Growth™ Score that grades you on how well you are viewing - and running your business like a financial asset. Get your results and 5 case study videos HERE. Intentional Growth™ Academy: 71 Videos, 9.5 hours of content, 20+ exercises. $995 for subscribers [normally $1,495] HERE

In this engaging discussion, Doug Howarth, founder of Hypernomics and a pioneer in multi-dimensional market analysis, explores the nuances of consumer behavior and why products succeed or fail. He introduces Hypernomics as a groundbreaking approach that transcends traditional economics, providing insights into market dynamics and business strategies. Doug shares compelling examples from the electric vehicle industry and lessons from entrepreneurial missteps, highlighting the significance of understanding market complexity to harness hidden opportunities for growth.

Chris Heivly, co-founder of MapQuest and seasoned entrepreneur, draws fascinating parallels between entrepreneurship and fort-building. He emphasizes the importance of adaptability, illustrating how shifting strategies can pave the path to success. Passion, he asserts, fuels persistence, making it essential for overcoming business hurdles. Furthermore, Heivly reflects on the profound lessons learned from both triumphs and setbacks in his journey, advocating for a mindset that embraces change and prioritizes clarity in communication for effective team dynamics.

In this conversation, Robb Green, a seasoned e-commerce entrepreneur who has launched 17 brands, shares his journey from corporate life to online entrepreneurship. He discusses the crucial importance of operational efficiency and scalability in e-commerce. Robb emphasizes the shift from dropshipping to building unique brands that connect with customers. He also highlights the need for adaptability in a fast-paced market and shares insights on navigating business sales, ensuring sustainable cash flow, and balancing personal values with entrepreneurial success.

Atif Rafiq is a former Silicon Valley executive and the author of "Decision Sprint". In this episode, Atif shares his journey from finance to technology, highlighting his experiences at companies like Yahoo, Amazon, and his pivotal role as McDonald's first Chief Digital Officer. The discussion dives into the core ideas from his book, focusing on transforming business strategies into effective execution, managing change, and the importance of a systematic approach in decision-making within organizations.   THREE BIG IDEAS FROM THE INTERVIEW: The Importance of Systematic Decision-Making: Atif emphasizes the significance of a structured approach to decision-making in organizations to overcome red tape and conquer the unknown. He introduces the concept of 'Decision Sprint', a methodology that helps businesses transition from ideas to execution effectively. This process involves stages like exploration, alignment, and decision-making, ensuring that every step is thoughtfully considered and contributes to the overall goal. Exploration Before Execution: A key insight from Atif is the need for purposeful exploration before rushing to conclusions by dividing meetings into “input” and “output” meetings. He advocates for a process where significant problems are thoroughly explored to understand all aspects before making decisions. This approach helps in avoiding common pitfalls like acting on incomplete information or being too cautious due to fear. Cultivating a Collaborative Culture: Atif stresses the importance of creating an environment that fosters open communication and collaboration. He discusses the idea of input and output meetings, emphasizing that understanding and resolving unknowns are crucial for successful execution. A culture where team members can freely contribute ideas and insights leads to more effective problem-solving and innovation.     RESOURCES: Ritual Decision sprint Connect with Atif on LinkedIn!    INTENTIONAL GROWTH™ RESOURCES: Intentional Growth™ Podcast Archives: Archive of 356+ episodes and counting. Get access to the entire library HERE. We'll be adding a searchable tagging feature later on this year.  IG Financial Scorecard: Get your Intentional Growth™ Score that grades you on how well you are viewing - and running your business like a financial asset. Get your results and 5 case study videos HERE. Intentional Growth™ Academy: 71 Videos, 9.5 hours of content, 20+ exercises. $995 for subscribers [normally $1,495] HERE